201 10th St. W

Bradenton, FL 34205

Planned Giving

Mission & Vision

Nongrantor Lead Trust

Nongrantor Lead Trust Diagram

How It Works

  1. Create trust agreement stating terms of the trust (usually for a term of years) and transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes annual payments to The Bishop
  3. Remainder transferred to your heirs

Benefits

  • Annual gift to The Bishop
  • Future gift to heirs at fraction of property's value for transfer-tax purposes
  • Professional management of assets during term of trust
  • No charitable income-tax deduction, but donor not taxed on annual income of the trust

More Information

Contact Us

Allison H. Nash
Director of Development
941-746-4131, ext. 111
ANash@BishopScience.org

 

The Bishop Museum of Science and Nature
201 10th Street W
Bradenton, FL 34205

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